+295.2%
TFC vs POET
-20.0%
+315.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.9% | -0.7% |
| 7D | -1.3% | +9.7% | -11.0% | -1.6% |
| 30D | -2.3% | -6.5% | +4.2% | -2.2% |
| 3M | +2.5% | -25.7% | +28.2% | +2.9% |
| 6M | +9.5% | +19.6% | -10.1% | +6.5% |
| YTD | +5.1% | +26.4% | -21.3% | +1.9% |
| 1Y | +15.5% | +50.1% | -34.6% | +10.8% |
| 3Y | +95.2% | +127.9% | -32.8% | +79.2% |
| 5Y | +14.5% | -5.9% | +20.4% | +6.3% |
| 10Y | +97.2% | +31.1% | +66.0% | +76.5% |
| All | +295.2% | -20.0% | +315.2% | +304.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling